Gavin Banta II is a financial advisor at Thurston Springer Advisors with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at Fratarcangeli Wealth Management and has spent five years at Florida State University and five years at Pine Crest School. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active strategies.

Jacqueline Reeves is a financial advisor at Bryn Mawr Trust Advisors, LLC with 18 years of industry experience. She holds the Series 63, Series 65, and Series 66 securities registrations. Prior to joining Bryn Mawr Trust Advisors, she worked at Bell Rock Capital, LLC for 16 years and has been with Bryn Mawr Capital Management, LLC since 2023. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement plan services to individuals, institutions, and trusts. The firm employs a multi-asset investment approach combining strategic asset allocation, tactical adjustments, and a mix of active and passive managers, supported by proprietary solutions and third-party platforms.

Christopher Beller is a CFA® charterholder affiliated with Cyndeo Wealth Partners and has six years of industry experience. His prior roles include positions at Daybright Financial and JP Morgan Securities LLC. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners, offering portfolio management, financial planning, family office services, and business advisory solutions. The firm employs customized portfolio construction using in-house models and third-party managers, and it manages a private investment vehicle targeting income and diversification beyond traditional fixed income.

Eric Zeitlin is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 63 credential and over 33 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. and PWA Securities, LLC, and has been involved with Provenance Wealth Advisors and its affiliated entities since 2000. Outside of his advisory role, he serves on the investment advisory committee of the Miami Foundation. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individual, institutional, and charitable clients. The firm provides portfolio management, financial planning, retirement services, and consulting, utilizing a multi-custodial platform and a variety of investment strategies including equities, mutual funds, and alternative investments.

Becky Lightman is a financial advisor at Bison Wealth, LLC with 17 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked at firms including UBS Financial Services, Northern Trust, and Credit Suisse Securities. Lightman serves on the advisory board of the Florida Atlantic University College of Business and is an unpaid board member of the Yale Club of the Palm Beaches. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach includes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies, along with specialized offerings such as an options-based overlay strategy and turnkey asset management platform services.

Eric Katz is a financial advisor at Leo Wealth, LLC with 26 years of industry experience. He holds a Series 63 credential and has worked at several related firms, including Leo Brokerage, Olden Lane Securities, and The LeoGroup, LLC. His activities include providing financial counseling focused on estate and income tax planning as well as insurance planning. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, offering portfolio management, financial planning, and fiduciary services. The firm combines ETF-based core and thematic models with systematic single-stock strategies to construct diversified, risk-tiered portfolios, utilizing both internal and third-party resources.

Siddharth Dhawan is a financial advisor at A.G.P. / Alliance Global Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. for seven years before joining Alliance Global Partners in 2022. Outside of advising, he is president and CEO of ICAP International LLC, a business focused on managing branch expenses and staffing. A.G.P. / Alliance Global Partners is a multi-team platform with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, offering services including portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance products.

Gerald Hoenings is a CFP® with 34 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2007. His prior roles include positions at Gunnallen Financial, Inc. and OSAIC. Outside of his advisory work, he is president of Pinnacle Tax of Jupiter and Pinnacle Tax of Palm Beach, specializing in tax preparation and accounting, and manages an online fitness equipment business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, utilizing both internally developed and third-party investment models supported by an Envestnet workflow.

Steven Wright is a financial advisor at Kovack Advisors, Inc. with 20 years of industry experience. He holds the PFS™ and Series 63 designations and has worked with Kovack Advisors and its affiliates since 2010, following a lengthy tenure at S R Wright & Company, P.A. He is also president and owner of a CPA firm specializing in tax return, estate, and asset protection planning. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, employing a mix of internally created models and third-party managers to provide discretionary and non-discretionary portfolio management and financial planning services.

Roger Hewins is a Series 65-licensed financial advisor with 25 years of industry experience. He is currently with Team Hewins, LLC and has held positions at Wipfli Hewins Investment Advisors, LLC and Hewins Financial Advisors, LLC. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that uses Modern Portfolio Theory to construct model portfolios and emphasizes retirement plan services, managing approximately $3.43 billion in assets with a focus on both discretionary and non-discretionary strategies.

Allison Miller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. She previously worked at Global Retirement Partners and LPL Financial, LLC. Outside of her financial advisory role, she is involved in dog walking and pet sitting through the Rover app. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Michael Wohlgemuth is a financial advisor with New Edge Wealth and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Bank of America, N.A., and U.S. Trust/BANK OF AMERICA. Outside of his advisory work, he maintains a mineral and rock collection which he occasionally sells at mineral shows and online. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services from wealth strategy to portfolio management. The firm focuses on asset allocation and investor behavior, integrating independent managers and AI-assisted analytics within a multi-team structure.

Guilherme Guerra is a financial advisor at Bolton Securities Corporation holding a Series 66 license with no prior industry experience. His work history includes roles at Bolton Global Asset Management and Bolton Global Capital, as well as teaching positions at the University of Miami, Florida International University, and local schools. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers portfolio management and financial planning through a network of independent advisers, employing a variety of investment strategies primarily focused on long-term investing with options for shorter-term trades.

Patrick Abrunzo is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked with Gaines Financial Group and LPL Financial since 2010 and 2011, respectively. Abrunzo previously operated a fixed insurance business in Delray Beach, FL, dedicating 20% of his time to that activity. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through both in-house and third-party strategies.

Gregory Bayer is a CFP® with 40 years of experience in the financial services industry. He currently serves as a financial advisor at Arax Advisory Partners and has previously worked at Cetera and Cetera Advisors LLC. Outside of advising, he is an author of a published book titled "Mile & Honey" and is an owner and president of a holding company. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, using a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Michel Tsaparlis is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Kovack Advisors and its affiliated firm Kovack Securities since 2013, and previously worked at Investacorp Advisory Services Inc from 2009 to 2012. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to third-party managers using a risk-tolerance based process supported by Envestnet technology.

Rajeev Pandit is a CFP® professional with 38 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He also holds an enrolled agent role at Spire Group Inc., where he provides tax preparation services. Additionally, he operates a sole proprietorship involved in fixed insurance sales and holds a real estate broker license. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple platforms and a diverse mix of proprietary and third-party investment solutions.

Peter Hirsh is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include positions at Aegis Capital Corp., Janney Montgomery Scott, and Oppenheimer. He is also president of a non-investment-related business, LINMATT EQUITIES. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm employs an open-architecture investment approach that includes internally managed strategies, co- and sub-advisory relationships, model programs, and separately managed accounts.

Marti Latour is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, INVEST Financial Corporation, BMO Harris Financial Advisors, and AllianceBernstein. Outside of advising, Latour served as Director of Marketing for The AID Group Financial Planning. A.G.P. / Alliance Global Partners is a multi-team platform with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services, employing an open-architecture investment model that blends internally managed strategies with co- and sub-advisory relationships.

Michael Lucarelli is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with GLP Investment Services and GLP and Associates since 2000 and owns IM & IM Services, Inc., a flow-through commission entity. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and manages portfolios through proprietary models, ETFs, and third-party managers.